Assuming client is required, the following 112 results were found.
-
in CRM in a custom module in field that was of type "File Upload". Why? Just to remind me where I went wrong, I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
which both submit the form but one leaves the current record open while the other redirects to the reports view. Why? A client wanted a "Save" button on their form as well as a "Save & Close" button. The "Save" button would submit the form but keep the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
but lately this hasn't been working for me. To this end, I have thought of an alternative that I now use frequently in client systems. How? The gist is that we add a checkbox called "Processed" which will have a datatype Boolean. Our function will then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens Writer, then has to click on various settings and run...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
days which needs to dynamically change. I am aware of the function .addBusinessDay() but that excludes Saturdays which my client still works on. How? We're going to get today's date, then use the .addDay(), check none of these are a Sunday, and move the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
to add/subtract time. Why? Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following: { "code": "INVALID_DATA", "details": { "expected_data_type":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
step-by-step of how I setup a recurring data source in Zoho Analytics via FTP. Why? The use-case here is that I have a client who wants to import data via FTP (SFTP - to be precise) and have this available to their Zoho apps. My aim(s) are: Setup...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
have added this to my Zoho Deluge - Some Useful Regular Expressions list but I felt this deserved its own article. Why? A client wanted the discount displayed on a template and if they gave 10% discount, it would display as 10.00%. And they need the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
profile of a user. Why? There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client wanted that if the status had changed...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
want to push an image from Zoho Inventory to eBay. How? Again, there is a caveat in that the subscription you have or your client has, needs to be Zoho One. Because we're going to use Zoho Creator as a middleware. Just to add to the pain, I'm going to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
email ID with the PDF file attached to it. Also, you can send multiple PDF files at the same time, as it is with any email client. You can also use ‘Convert’ as the subject and send it to Kindle. The file gets automatically converted to the Kindle...
- Type: Article
- Author: Joel Lipman
- Category: Kindle
- Language: *
-
As usual, any task like this that takes me longer than an hour, I'd like to document for future use. The use-case is the client has their own delivery drivers and want them to mark a sales order & package as shipped and delivered. How? Here's a code...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
prompted initially and having clicked on "Not Now". Why? I'm not sure when this prompt is supposed to prompt you again. A client of ours had accidentally clicked on "Not Now" instead of clicking on the "Enable". Documented below is how to get this to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
that the workflow was triggered and ran this function sendmail [ from :zoho.adminuserid to :"info@joellipman.com" subject :"Client Test: ZB: Payment Received for Invoice " + v_InvoiceRef message :"Workflow was executed and function ran: Balance: " +...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
to document the import process of a bunch of files into a ZohoCRM system. Why? Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
a setting using the GUI. Why? Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero)...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
for debugging/monitoring purposes but it's easier to use an access token then getting the OAuth access codes from the client. How? I'm going to split this into 2 code snippets that were in practice added to the same function and that worked at time of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
Another one of these articles talking about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory level or stock check of all the products that are currently listed...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
!= null) { if(r_CreatePayment.get("message").contains("payment has been created")) { // // update the invoice (request by client to store last 4 digits on invoice) l_CustomFields = List(); m_CustomField = Map();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
Donate & Support
bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4
0xb038962F3809b425D661EF5D22294Cf45E02FebF